About Me

With over 20 years experience in the financial services industry, Tim is a Financial Adviser who focuses on ensuring all clients meet their individual goals no matter what that might be.

Tim has worked in a number of boutique financial planning practises in the past and brings his vast experience to the team at Ward & Co Wealth.

Tim completed a bachelor of Commerce in Financial Planning and Investments at Griffith University and completed a Graduate Diploma in Financial Planning at the Financial Services Institute of Australasia (FINSIA).

Tim’s approach to financial planning is to ensure his clients, not matter what life stage they are at, have a plan. Tim is passionate about ensuring all his clients achieve their goals.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By The Advice Exchange Pty Ltd